Edgestream Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
|
|||||
|
2025
Q1 | $578K | Buy |
|
|||||
|
2024
Q4 | $472K | Sell |
|
|||||
|
2024
Q3 | $502K | Sell |
|
|||||
|
2024
Q2 | $759K | Sell |
|
|||||
|
2024
Q1 | $809K | Buy |
|
|||||
|
2023
Q4 | $613K | Sell |
|
|||||
|
2023
Q3 | $740K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $357K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $301K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.07M | Buy |
|
|||||
|
2021
Q3 | $226K | Sell |
|
|||||
|
2021
Q2 | $456K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $325K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $219K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $448K | Buy |
|
|||||
|
2019
Q3 | $306K | Buy |
|
|||||
|
2019
Q2 | $299K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $440K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $220K | Sell |
|
|||||
|
2017
Q4 | $461K | Buy |
|
|||||
|
2017
Q3 | $334K | Sell |
|
|||||
|
2017
Q2 | $681K | Buy |
|
|||||
|
2017
Q1 | $325K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $213K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $201K | Sell |
|
|||||
|
2014
Q2 | $352K | Buy |
|